WEBOPTICON CRM
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Dashboard

Overview of your pipeline

Conversion funnel

click a stage to filter Leads
Leads added — last 14 days
Leads by Category (top 8)

Hot Leads — highest priority to act on

Callbacks due today

⏰ Follow-ups due (D3 / D7)

Personal to-do list (saved on this device only)

Select a day

Leads waiting to be contacted

Leads who replied — needs your attention

Notion pages

Automation map

Reference only — reflects what we've built together in n8n. Not a live status check.

Data storage

Running on Notion — all 9 workflows read/write here directly. Migrating to Supabase would mean rewriting every workflow's data layer; worth it only if you hit real API rate limits at higher volume. Not needed right now.
Add New Lead
Server assigns the next Lead ID automatically

Daily Intelligence

Today's Focus
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Snapshot
AI Advisory (calls Nemotron via n8n)